Hims & Hers Explores New Opportunities in Peptides
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy HIMS?
Source: CNBC
- FDA Meeting Impact: HHS Secretary Robert F. Kennedy announced that the FDA will convene a Pharmacy Compounding Advisory Committee to review peptides for potential inclusion on the 503A bulk list, leading to a share price increase for Hims on Thursday, reflecting market optimism about its future potential.
- Revenue Growth Potential: Hims & Hers is actively expanding its peptide business, with CEO Andrew Dudum stating that peptide demand represents 'future-facing innovation,' which could open new revenue streams for the company, although it will not immediately translate into revenue.
- Clearer Regulatory Path: Leerink Partners views the FDA's review of peptides as a positive development that could provide Hims with a clearer regulatory path to scale peptide therapies, although analysts note that clinical evidence remains limited and will not significantly impact financial performance in the short term.
- Market Opportunity Exploration: Hims' Chief Medical Officer Patrick Carroll emphasized that peptide therapies could help improve Americans' health, with the company's goal of bringing peptide treatments into a regulated medical environment, showcasing its strategic foresight in the health tech sector.
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Analyst Views on HIMS
Wall Street analysts forecast HIMS stock price to rise
12 Analyst Rating
3 Buy
6 Hold
3 Sell
Hold
Current: 26.990
Low
16.50
Averages
32.95
High
60.00
Current: 26.990
Low
16.50
Averages
32.95
High
60.00
About HIMS
Hims & Hers Health, Inc. provides a consumer-first platform, which helps customers to fulfill their health and wellness needs. Its platform includes access to a provider network, a clinically focused electronic medical record system, digital prescriptions, cloud pharmacy fulfillment, and personalization capabilities. Its digital platform enables access to treatments for a range of chronic conditions, including those related to sexual health, hair loss, dermatology, mental health, and weight loss. It connects patients to licensed healthcare professionals who can prescribe medications when appropriate and prescriptions are fulfilled online through licensed pharmacies on a subscription basis. It also offers access to a range of health and wellness products designed to meet individual needs, which can include curated prescription and non-prescription products. Through its mobile applications, consumers can access a range of educational programs, wellness content, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Hims Platform Expansion: In September 2025, Hims launched personalized doses of compounded enclomiphene to help men restore natural testosterone levels and introduced combination treatment options with tadalafil, which is expected to further drive growth in the male health sector.
- Positive Market Reaction: Hims' stock jumped over 11% on Thursday, marking its fourth consecutive day of gains, reflecting strong market confidence in the company's testosterone therapy potential and indicating a robust trading week ahead.
- Analysts Bullish Outlook: Bank of America raised its price target on Hims, citing the upcoming FDA advisory committee meetings that will review peptide substances for inclusion, suggesting that a favorable outcome could provide new growth opportunities for Hims' existing GLP-1 infrastructure.
See More
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- Hims & Hers Performance: Hims & Hers Health reported revenues of $617.8 million, a 28.4% year-over-year increase, but while the full-year revenue guidance exceeded expectations, the next quarter's guidance fell significantly short, indicating market caution regarding future growth.
- Privia Health Strong Growth: Privia Health achieved revenues of $541.2 million, up 17.4% year-over-year, outperforming analyst expectations by 4.8%, with strong full-year revenue guidance reflecting its competitiveness and market recognition in the healthcare technology sector.
- GoodRx Revenue Decline: GoodRx reported revenues of $194.8 million, down 1.9% year-over-year, exceeding analyst expectations, yet the full-year revenue and EBITDA guidance significantly missed expectations, leading to a 5.7% drop in stock price, highlighting market challenges.
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